JSR Corporation (4185 JP): Risk/Reward in Context of Shin-Etsu’s Re-Rating and Looming Tender Start
SAMR conditional approval would fit with the late February tender start timeline. Despite Shin-Etsu’s re-rating, the offer still looks reasonable....
806 Views
Weekly Deals Digest (28 Jan) - Amer Sports, CIMC Vehicles, CPMC, Hollysys, Payroll, T&K Toka, Shinko
Last week, notable developments occurred in Event-Driven (CIMC Vehicles, CPMC, Weiqiao Textile, Hollysys, Payroll, TK Toka, Shinko, Newmark,...
451 Views
Last Week in Event SPACE: T&K TOKA, Liquidated HK Stocks, JSR, Orecorp, Brilliance Auto, Hollysys
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
513 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Newmark, Payroll, Orecorp, Weiqiao, Mandala Multi, Shinko
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
594 Views
Shinko Electric (6967 JP): Tender Offer Risk/Reward
Ibiden’s re-rating is not necessarily an issue. JIC’s confidence in securing SAMR approval for the JSR transaction by March is a positive for...
625 Views